● 招聘公司：BMO Financial Group
● 公司简介：在我们的核心，我们是建设者：推动增长和扩大个人，家庭和企业的可能性。作为北美资产规模第八大的银行，超过1200万客户依赖我们的个人和商业银行、财富管理和投资服务。在加拿大、美国和全球各地，我们将继续建设、投资和变革，以推动为增长服务的业绩。● 招聘职位：客户服务代表——1900019388 ● 职位类型：兼职 ● 职位薪酬：$40,000+ ● 工作内容： - 成为具有协作能力的分支机构和市场团队的关键成员
- 热烈欢迎客户，并满足他们的银行服务需求，包括交易，与无缝执行
- 提供关于数字和自助服务选项的建议和指导，以使使用BMO银行变得简单、快捷
- 回顾客户资料，与客户进行基于需求的对话，以识别潜在的机会，并处理每天的银行计划和信用卡需求
- 向适当的团队成员推荐，以确保BMO能够满足客户的所有需求
- 采取主动，找到有创意的方法，使每个客户的体验个性化
- 支持必要的运营活动，包括但不限于:库存管理、升级服务请求、跟进客户申请、归档、开业和结业活动
- 独立管理、装载并协调财务部与各分公司(如CRU等)之间的现金交易。
- 跟进风险和合规流程及政策，确保我们保护客户资产，维护客户隐私，维护客户最佳利益，确保分支机构有效运作
- 保护银行资产，遵守所有监管、法律和道德要求
● Responsibilities： - Be a key member of a collaborative and versatile branch & market team
- Welcome warmly customers & meet their banking service needs including transactions, with seamless execution
- Offer advice and guidance on the digital and self-serve options available with the goal of making it easy, simple and fast to bank with BMO
- Review the customer profile and engage customers in a needs based conversation to identify potential opportunities and address every day banking plans and credit card needs
- Initiate referrals to the appropriate team member to ensure that BMO is able to address all of the customer needs
- Take the initiative and find creative approaches to make each customer’s experience feel personal
- Support required operational activities, including, but not limited to: inventory management, escalated service requests, following up on customer applications, filing, opening & closing activities
- Independently manage, load & reconcile cash transactions between treasury and various branch units (e.g., CRU, etc…)
- Follow through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch
- Protect the Bank's assets and comply with all regulatory, legal and ethical requirements
● 职位要求： - 表现出专业的风度：主动与客户就其个人银行业务需求进行全面交流;积极倾听以了解客户需求，清楚地解释潜在的解决方案及其对客户的好处
- 学习能力强，有动力应用新知识
- 乐于合作，乐于帮助他人，乐于成为团队的一员
- 为BMO FG的合作伙伴寻找推荐的机会，并顺利地将工作移交给他们
- 高中学历或同等工作经验
- 完成内部BMO培训计划，包括客户体验和会话培训。
- 对个人、商业和合作伙伴提供的高水平的知识，以及如何最好地满足客户的个人需求
- 对社交媒体、平板电脑、智能手机、在线工具和应用程序的使用非常自信和自如
● Requirements： - Projects a professional presence; proactively engages customers in complete conversations about their personal banking needs; listens actively to understand customer needs, clearly explains potential solutions and their benefit to the customer
- Learns quickly and is motivated to apply new knowledge
- Is collaborative, enjoys helping others and being part of a team
- Identifies opportunities for referrals and makes smooth hand offs to partners in BMO FG
- High school diploma or equivalent work experience
- Completion of internal BMO training program, including customer experience and conversation training.
- High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs
- Confident and at ease in the use of social media, tablets, Smart phones, online tools, and applications
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